Admin

Some features may not be available in your portal. Features depend on role, permissions, and portal type.

Key Terms and Definitions

Knowledge Base Search Instructions

Admin Agency Profile

Admin Agency Address

Agency Logo

Call Exception Notification Setup

Caregiver Scheduling and Availability

Collection Setup

Family Portal Message Notifications

Financial Reporting Setup

General Agency Info

Mileage Expense

Payroll Setup Under Agency Profile

Provider Self-Service Client ID for EVV API

Secondary Verification Calls

Admin Contract Setup Overview

Billing/Collections

Billing Process

Billing Rates

Capture Notes When Editing Schedule Tab for Linked Contract Patients

Eligibility Check Setup

Export Zero Rate Visits

General Tab for Admin Contract Setup

Illinois - Billing Care Coordination IDOA Feature Contract Setup

Invoice Rounding Rules for Internal Contracts

Map Payer POC Duties

Notes/Uploads

QuickBooks for Contract Setup

Rate Management

Scheduling/Confirmation

Scheduling Supervisory Visits and Annual Assessments

Admin Functions Overview

Admin Contract Setup

Add Missed Visit Reasons

Agency Profile

Capture Refused Duty Reason

Caregiver Compliance

Combined PPD/QFT Medical Setup

Connect IVR: Speak Out Duties Translations

COVID-19 Vaccine Tracking via Caregiver Compliance

Create a New Workflow

Create Residing Caregiver Relationships

Create Password for a New User

Duty List Setup

EDI Tool

Eligibility Check Setup

Enable Conflict Management Dashboard

Enable Person-Centered Plans

Enable Other Insurance

Enable Visit Maintenance Permissions

Export Zero Rate Visits

Family Portal Global Management

File Processing

Initiate Processing

Manage Report Subscriptions

Map Payer POC Duties

PMPM Confirmed Visits Import for New York

Org. Structure

Password Reset by Agency Administrator

Pay Code

Payroll Setup

Physician Setup

Process Monitor

Rate Management

Reference Table Management

Self-Service Password Reset

Set Up Clinical Modules for Unskilled Visits

Set Up Coordinators

Update Rates for Existing Pay Codes

User Management

Workflow Management

Set Up or Edit a New Office

Automatic Splitting of Overnight Shifts

Daylight Savings Time

Office Option Setup

Review and Update Provider Identifier - NPI and UMPI Numbers

Serviced Zip Codes

Set Up Automatic Email Notifications

Travel Time Configuration

Alabama

Arizona

Colorado

Delaware

District of Columbia

Hawaii

Idaho

Illinois

Maine

Massachusetts

Missouri

New York

North Carolina

Ohio

Pennsylvania

Pennsylvania Geisinger

Rhode Island

Wisconsin

Digital Applicant Onboarding (DAO) Permissions

Add a Status

Add HR Representatives

Applicant Profile

Applicants List Actions

Applicants List

Application Workflow

Caregiver Applicant Portal

Centralized Placements for Linked Contracts

Change Status Order

Create Application Forms

Edit a Status

Settings Tab

Submission and Employment Requirements Setup

Family Portal (Agency) Overview

Auto-Approve Patient Schedule Changes (Office Settings)

Create Announcements

Enable the Manage Schedule Functionality for Family Members

Family Portal Global Management

Family Dashboard Permissions

Family Portal

Manage the Family Portal via the Family Dashboard in HHAeXchange

Register Family Members

Patient Visit Family Dashboard

Forms Feature

Assign Caregivers to Mobile App Permission

Mobile User Management

Enable Provider Profile General Page Options